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Top United States Investment Banks

Explore 792 United States Investment Banks that leverage Axial’s platform to connect with investors on behalf of their clients.

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Axial Insights

United States Investment Banks

792

Active Firms

795

TTM Deal Flow

$3M-$22M

Core Revenue Range

$500K-$4M

Core EBITDA Range

Top Sectors by Activity

Industrials 31%
Healthcare 15%
Technology 15%
Business Services 8%
Transportation 8%

Key Attributes

Best For: Complex Transactions | Typical Fee: Retainer & Success fee | Coverage: Dedicated, Sector-Focused Deal Teams

Showing 201-220 of 792 Investment Banks

Sorted by recent activity

Landmark Pegasus Inc.

3 Total Closed Deals
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Premier corporate finance advisory and strategy consulting firm specializing in the life sciences and healthcare industries.

Recent Transactions

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  • Dec 2013 Advised Medical Australia Limited on an investment from Walker Group Holdings
  • Aug 2012 Advised no on an investment from n/a
  • Jul 2012 Advised Cachet on an investment from venture capital firm

Seacap Advisors

3 Total Closed Deals
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At Seacap, we believe that every business is unique, and our approach is tailored to meet the specific needs of our clients. Our comprehensive suite of services includes Business Valuation, Transaction Execution, and Strategic Advisory. By leveraging our expertise and industry connections, we empower our clients to make informed decisions and maximize the value of their assets.​We pride ourselves on delivering outstanding results through a commitment to integrity, professionalism, and personalized attention. We take the time to understand the intricacies of each client's business, working…

Recent Transactions

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  • Dec 2025 Advised Paulsen Printing Company in its sale to Confidential Company
  • Sep 2025 Advised Valentine Insurance Services in its sale to Oakbridge Insurance
  • Sep 2024 Advised Michael Hatcher & Associates in its sale to Walnut Grove Capital Partners

Bruderman Brothers

3 Total Closed Deals
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Bruderman Brothers is a multi-generational family business that provides investment banking services to closely-held companies and family businesses. We are not only intimately familiar with the objectives and challenges associated with transactions involving such businesses, but we understand the more subtle nuances as well. We know that the personal, estate, and familial impact of these transactions can be more important than anything else.Bruderman Brothers is about family. Our family has historically advised some of the world's most powerful and wealthy families, therefore it is only…

Recent Transactions

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  • Oct 2019 Advised Superior Office Systems (SOS) on an investment from Rockwood Equity Partners
  • Aug 2019 Advised J.Kings Food Service Professionals in its sale to Sysco Corporation
  • Jan 2018 Advised Health Solutions Plus in its sale to Conduent

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Consilium Partners LLC

3 Total Closed Deals
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Founded in 2000, Consilium Partners is a Boston-based investment banking firm providing merger and acquisition advisory and capital raising services to middle market and emerging growth companies. The firm's principals each have more than a decade of experience advising public and private clients across a broad range of industries and transaction structures. This collective experience represents a proven track record of more than 250 completed transactions totaling over $15 billion in value. A core element of our operating philosophy is to provide the highest level of expertise and client…

Recent Transactions

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  • Mar 2015 Advised Brand Aromatics in its sale to Mccormick & Company Inc
  • Jan 2014 Advised Bankers Advisory in its sale to CliftonLarsonAllen
  • Jun 2013 Advised Vertical Performance Partners, Inc. in its sale to Mobiquity

Grand Avenue Capital Partners

3 Total Closed Deals
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Grand Avenue Capital Partners is a FINRA licensed broker/dealer authorized to manage security transactions and merger/acquisitions. Our firm focuses on sell- and buy-side investment banking assignments for domestic North American client companies with revenues $10-150 million which are typically profitable and established. We are prepared to serve clients globally; approximately 15% of our practice has been in Asia where we have been involved in substantially larger transactions with world-scale companies and investors. We have been engaged by private companies in China with up to $2.5…

Recent Transactions

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  • Dec 2022 Advised Confidential Company on an investment from Confidential Company
  • Nov 2022 Advised Confidential Company on an investment from Confidential Company
  • May 2018 Advised Confidential Company on an investment from Confidential Company

Adaptive Capital Partners

3 Total Closed Deals
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Adaptive Capital Partners is a boutique investment bank advising privately held businesses on sell-side M&A, capital raises, and strategic transactions. The firm was founded to address the need for more personalized, strategic advisory services within the middle market. Built on a commitment to integrity, excellence, and long-term partnership, the firm has quickly developed a reputation as a trusted advisor focused on delivering optimal outcomes for its clients. Our deep expertise and experience form the foundation for the comprehensive strategic services we provide today. Visit…

Recent Transactions

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  • Mar 2026 Advised CFO Hub, LLC in its sale to Carr, Riggs & Ingram
  • Jun 2025 Advised Kinco in its sale to Mechanix Wear
  • Jan 2025 Advised enTrust Wealth Advisors in its sale to AlphaCore Wealth Advisory

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Silicon Valley Highpoint Capital

3 Total Closed Deals
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At Silicon Valley Highpoint Capital (SVH Capital), we believe the future of investment banking is not about sticking to legacy methods. It is about harnessing technology, data, and modern tools to deliver the best outcomes for our clients.Many investment banks rely on approaches that have been “good enough” for decades. But in a world where artificial intelligence, advanced analytics, and digital platforms are transforming industries at record speed, standing still is no longer an option. We believe that if your banker is not using the best available tools to enhance their work, they are…

Recent Transactions

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  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company
  • Nov 2025 Advised Confidential Company in its sale to Confidential Company

M&S Fairway Capital Partners

3 Total Closed Deals
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At M&S Fairway Capital Partners we provide business owners, managers, and entrepreneurs proven and effective corporate financial advice, transaction management and capital raising capabilities dedicated to building shareholder value. Our typical clients have annual sales ranging from $10 million to $100 million and need assistance in accessing private debt and equity capital markets for internal growth or the acquisition of another business. Capital is sourced from a wide range of U.S. and foreign institutional sources. The principals of the firm focus on raising capital for individual client…

Recent Transactions

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  • Mar 2015 Advised Sale of Real Estate Management Company on an investment from Industry Buyer
  • Sep 2014 Advised Subsea Engineering and Manufacturing Company on an investment from Private Equity Fund
  • Aug 2014 Advised Oil Services Company on an investment from Family Office

RA Capital Advisors

2 Total Closed Deals
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RA Capital Advisors is a leading private investment bank specializing in mergers and acquisitions, private financings, shareholder matters, restructurings and crisis situations for clients ranging from middle market companies to the Fortune 500. Founded in 1988, the firm has served as financial advisor on some of the most significant and complex transactions in U.S. corporate history. RA Capital Advisors is a private investment bank. TRUSTED ADVISORS Since inception, RA Capital Advisors has consummated transactions on behalf of our advisory clients with an aggregate value in excess of $60…

Recent Transactions

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  • Aug 2011 Advised Mosaic, Inc. in its sale to Linquest Corporation
  • Aug 2011 Advised Gerber Scientific in its sale to Vector Capital for $283,000,000

Boustead Securities, LLC

2 Total Closed Deals
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Boustead's bankers offer a wide range of capital market transactions -Raise equity for late-stage private or small cap public companies -Arrange senior or junior debt for US or international operations -Complete M&A projects efficiently and at best values -Assist with stock buybacks, M&A defense reviews, exchange offers, etc.

Recent Transactions

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  • Feb 2013 Advised Drug Co. on an investment from Various investors
  • Jan 2013 Advised Kiva Brand of Products on an investment from RG Barry

The Opes Group

2 Total Closed Deals
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The Opes Group is a rapidly growing boutique financial services firm that provides advisory services and capital solutions for small and medium-sized businesses. We sit at the intersection of business development, private equity/debt and investment banking. We consider ourselves partners to our clients. In that role, we help our clients refine their business models, hone their stories to investors and ultimately operate well-capitalized businesses. Our vested interest in the success of our client companies and partnership approach are key elements of our client's successful business…

Recent Transactions

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  • Jul 2020 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jul 2020 Assisted Confidential Company in securing debt financing from Confidential Company

Benjamin F. Edwards

2 Total Closed Deals
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Benjamin F. Edwards’s investment banking group is a growing boutique focused on selling middle market companies. In addition, we provide buy-side M&A services, advisory services and private capital raises. Our team is highly experienced, having executed a variety of different transactions across a number of different industries. We are committed to putting our clients’ interests first and our values, expertise and dedication are aimed at delivering success to our clients.

Recent Transactions

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  • May 2016 Advised Piddle Place in its sale to Radio Systems Corporation
  • Oct 2014 Advised Institute for Luxury Home Marketing in its sale to McKissock, LP

Watermark Advisors

2 Total Closed Deals
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Watermark prepares buyers and sellers to achieve ultimate success in their mergers and acquisitions endeavors. The firm uniquely offers "the M&A Bridge Approach." This is a collaborative, comprehensive approach that includes necessary steps in three phases of preparation, transaction, and integration. Watermark has served over 85 clients including 23 transaction clients. Through its various due diligence partners it uniquely serves in helping the client avoid fumbles and landmines in the M&A process.

Recent Transactions

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  • Jun 2021 Advised SouthEastern, LLC in its sale to Class Valuation, LLC
  • Jun 2019 Advised kVA LLC in its sale to Underwriters Laboratories (UL)

BDO Capital Advisors

2 Total Closed Deals
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BDO Capital Advisors, LLC, a wholly-owned affiliate of BDO USA, is a leading middle market investment bank that focuses on sell-side advisory, acquisition advisory, capital raising and board advisory services with offices located throughout the United States. The firm has deep industry knowledge, extensive cross-border transaction experience and superior execution capabilities. The firm has broad industry expertise and contacts having closed transactions within the Manufacturing & Distribution, Consumer, Food & Retail, Healthcare & Life Sciences, Business Services, Energy & Natural Resources…

Recent Transactions

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  • Jul 2018 Advised Neutronics, Inc. in its sale to Bacharach (FFL Partners)
  • Oct 2016 Advised Cygnus Technologies, Inc. in its sale to Maravai LifeSciences (GTCR)

The Kinetic Group

2 Total Closed Deals
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The Kinetic Group (New York, NY) serves numerous functions depending on the deal, including: investment banking/M&A (sell-side or buy-side); independent sponsor/fundless sponsor; private capital raising; project financing; project development; new ventures acceleration; and strategic advisory services. Focus industries include: Energy (all segments); Clean Tech; Industrial Manufacturing; Smart Grid; Process Industries; Natural Resources/Commodities; Environmental; Technology; and Business Services.We are a unique group of investment banking, strategic advisory, business development, and…

Recent Transactions

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  • Oct 2020 Advised Confidential Company on an investment from Confidential Company
  • Oct 2020 Advised Confidential Company on an investment from Confidential Company

Investbank Corporation

2 Total Closed Deals
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Recent Transactions

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  • Jan 2016 Advised Ecuadorian Real Property Developer - Scala Shopping / Condado Shopping on an investment from Private Equity Real Estate Company
  • Feb 2014 Advised Five Guys Burgers and Fries in its sale to Private Investor

Narrow Gate Funding, LLC

2 Total Closed Deals
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Army Veteran and pharma consulting background, I regularly encountered businesses seeking debt or equity for expansion. Recognizing the constant and ongoing need middle market companies and high net worth individuals had, my wife and I started Narrow Gate Funding. We now orchestrate debt and/or equity funding for businesses and high net worth individuals through our network of Family Offices, Private Equity, VC and Private Banking firms through investments that satisfy their funding criteria or investment niche(s). Company types span Early Stage, disruptive start ups to established middle…

Recent Transactions

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  • Jul 2018 Advised Oil Company on an investment from Private Party
  • Jun 2018 Advised Not Disclosed at This Time on an investment from Private Party

Corporate Capital Group, Inc.

2 Total Closed Deals
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Corporate Capital Group, Inc. was established in 1987 with offices in New York, Sydney (Australia) and Auckland (New Zealand), and is focused on middle market M&A and capital raisings. Typical transaction size is $10M to $100M and the Partners bring expertise in Resources, Healthcare, and Technology.

Recent Transactions

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  • Nov 2011 Advised KCP, Inc. in its sale to Ambre Energy Limited
  • Dec 2010 Advised Baja Acqua Farms in its sale to Umami Sustainable Seafood, Inc.

Weild & Co.

2 Total Closed Deals
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Our platform strategy is focused on enabling our registered professionals to provide a broader spectrum of corporate finance and capital raising services. These services span the gamut from strategic advisory, M&A, private placements, and public securities offering advisory, investor relations services, and beyond.We strive to provide a differentiated approach that is client-focused and infused with our unrivaled understanding as to how market structure leads traditional Wall Street to work against the interests of the corporate client. We take particular pride in helping businesses and…

Recent Transactions

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  • Jan 2019 Assisted Confidential Company in securing debt financing from Confidential Company
  • Jan 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Marber Capital

2 Total Closed Deals
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Marber Capital assists private companies from post-seed to middle market to prepare for capital raising (debt and equity), execute the raise, and then implements or enhances finance infrastructure and risk management procedures to grow the business. Mr. Berman has over 25 years’ experience in finance, first as an equity analyst covering manufacturers in Japan, then on the buy side with the Rockefeller family office doing deep-dive fundamental analysis, valuation and modeling for potential investment. His management experience began in the securities industry where he first led a small team…

Recent Transactions

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  • Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company
  • Oct 2019 Assisted Confidential Company in securing debt financing from Confidential Company

Frequently Asked Questions

How are Investment Banks in this directory ordered?

Firms in the United States Investment Banks directory are ordered based on recent deal activity on Axial. The default order reflects observed market signals rather than a subjective ranking of firm quality.

What information is included in each Investment Bank profile?

Each profile provides information about the firm’s areas of focus, transaction criteria, and relevant activity on Axial’s M&A platform. Together, these details provide a clearer view of where a firm is active and the types of companies and opportunities most relevant for it.

What company sizes are most common for United States Investment Banks?

Based on activity on Axial’s M&A platform, the core revenue range for United States Investment Banks is $3M-$22M, with a core EBITDA range of $500K-$4M. Company size can be an important indicator of fit, as firms often concentrate their experience, resources, and transaction activity within particular segments of the market.

How important is location when evaluating Investment Banks?

Location can be an important consideration, but it does not necessarily define where a firm is active. Firms based in United States may bring regional knowledge, local relationships, and experience with businesses in the area, while many also pursue opportunities across a broader geographic footprint. Geography is best considered alongside sector focus, company size, and relevant transaction activity.

Do all Investment Banks in this directory operate exclusively in United States?

Not necessarily. A firm’s location does not always define its geographic reach. Many Investment Banks based in United States are active across multiple regions, while firms based elsewhere may also participate in the United States market. Location can provide useful context, but it should not be interpreted as a firm’s geographic boundary.

How do I compare Investment Banks in United States?

When comparing Investment Banks in United States, consider factors such as sector focus, size range, and recent transaction activity. These characteristics vary across the 792 firms included in the directory and can help identify firms that align with your needs.

How do I connect with United States Investment Banks?

Axial can help you identify and connect with firms based on your objectives and what you are looking to accomplish. The process varies depending on your role and transaction needs. If you are interested in connecting with firms in the United States Investment Banks directory, you can request information here.

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